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Merit Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Merit Financial Group’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.78M Buy
98,008
+26,650
+37% +$1.57M 0.04% 393
2026
Q1 		$4.25M Buy
71,358
+19,632
+38% +$1.18M 0.03% 436
2025
Q4 		$3.1M Sell
51,726
-7,710
-13% -$464K 0.02% 492
2025
Q3 		$3.57M Sell
59,436
-15,298
-20% -$913K 0.03% 395
2025
Q2 		$4.47M Buy
74,734
+18,062
+32% +$1.07M 0.05% 305
2025
Q1 		$3.37M Sell
56,672
-196,354
-78% -$11.5M 0.05% 290
2024
Q4 		$14.7M Buy
253,026
+6,828
+3% +$401K 0.26% 71
2024
Q3 		$14.9M Buy
246,198
+15,657
+7% +$934K 0.33% 51
2024
Q2 		$13.4M Buy
230,541
+14,066
+6% +$813K 0.3% 60
2024
Q1 		$12.5M Buy
216,475
+81,732
+61% +$4.8M 0.3% 56
2023
Q4 		$7.99M Sell
134,743
-17,159
-11% -$989K 0.24% 59
2023
Q3 		$8.68M Buy
151,902
+23,939
+19% +$1.39M 0.28% 59
2023
Q2 		$7.51M Buy
127,963
+59,370
+87% +$3.54M 0.24% 65
2023
Q1 		$4.11M Buy
68,593
+28,095
+69% +$1.66M 0.15% 103
2022
Q4 		$2.37M Sell
40,498
-17,384
-30% -$1.02M 0.09% 172
2022
Q3 		$3.38M Sell
57,882
-90,460
-61% -$5.48M 0.15% 94
2022
Q2 		$9.07M Buy
148,342
+64,731
+77% +$3.96M 0.28% 50
2022
Q1 		$5.26M Buy
+83,611
New +$5.41M 0.32% 49

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Merit Financial Group's VGIT Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 37% in Q2 2026, buying an estimated $1.57M and bringing the position to 98,008 shares worth $5.78M. The position accounts for 0.04% of the portfolio, ranked #393.

Merit Financial Group first reported a position in VGIT in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.9M in Q3 2024. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Merit Financial Group held 98,008 shares of Vanguard Intermediate-Term Treasury ETF worth $5.78M as of Q2 2026.
  • Merit Financial Group bought 26,650 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #393 holding.
  • Merit Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $14.9M in Q3 2024.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.